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Its parent seeks to support more holistic planning by combining it with two other subsidiaries.

The deal values the robo advisor at close to $966 million, according to people familiar with the matter.

Here's what you missed this week in wealth management.

The vision is to democratize “high-quality, personalized advice at scale, just as the independent advisor has disrupted wealth management,” the companies said in a statement.

Daniel Bryant is the President of Retirement and Private Wealth for Sheridan Road Financial, a division of HUB International.

Heather Garbers is Vice President of Voluntary Benefits and Technology for Hub International.

Building a safer ecosystem: Why transparency, controls, and partnerships will drive next era of financial services.

Simon Powley is the head of advisory services and consulting for Diebold Nixdorf.

Julie Caperton, a longtime executive at the $1.9 trillion-asset bank, succeeds Julia Wellborn, who left the company in April.

More than 70% of U.S. bank workers expect their employers to allow some flexibility about where and when they do their jobs, according to a new survey from Arizent. The findings suggest that to attract and retain talent, banks will have to continue work-from-home arrangements that became standard during the pandemic.